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FIRST MASON FINANCIAL, LLC
FIRST MASON FINANCIAL, LLC
MEDINA, Ohio
·
1 registered advisor
·
CRD# 145025
SEC# 801-72315
0
330-722-5777
01
Firm Overview
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at FIRST MASON FINANCIAL, LLC
1 registered advisor
Daniel Jerome Mason
MEDINA, Ohio
CRD# 4430474
05
Office Locations
MEDINA, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. FIRST MASON FINANCIAL, LLC (CRD# 145025) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.